Patrimonia 2027 – Lyon, France

What to expect in 2027

Patrimonia 2027 is expected to bring together professionals from across the wealth management, investment, financial services, insurance, real estate and private asset sectors at one of France’s major professional conventions dedicated to wealth management. The event is designed around professional exchange, market intelligence, investment solutions, regulatory developments and relationship building between advisers and the companies that provide financial, property and wealth-management products. Patrimonia describes itself as a major gathering for the wealth management ecosystem, bringing advisers, private bankers, family offices and other specialists together with providers of savings, financial and real estate investment products.

Visitors can expect a business-focused environment combining conference sessions, expert discussions, professional advice, training, technology demonstrations and an extensive exhibition area. The event is particularly relevant for wealth management advisers and other professionals who want to compare investment solutions, follow changes affecting the sector, meet product providers and develop relationships with potential business partners.

The programme is expected to cover a broad range of subjects rather than concentrating on a single financial product. Investment management, private assets, real estate, insurance, retirement planning, taxation, digital finance, fintech and professional practice are among the areas represented through the event’s content and exhibitor ecosystem.

Patrimonia also places significant emphasis on practical professional value. Sessions are structured to help visitors understand developments in financial markets, investment strategies, regulation and client expectations, while the exhibition provides opportunities to speak directly with companies and specialists. The organisers state that the convention offers more than 100 presentations across plenary conferences, expert debates, professional advice and training formats.

Event dates

Patrimonia 2027 is planned for September 2027 (Dates TBD) in Lyon, France. The exact dates have not yet been officially announced, so visitors should check the official Patrimonia website and registration platform for the confirmed schedule when registration information is released.

Visiting this event? Don’t miss out on these amazing activities and local experiences while you’re here.

Venue & event site

The event is held at the Lyon Convention Centre, 50 Quai Charles de Gaulle, Lyon, France, within the Cité Internationale complex. The venue provides conference rooms, exhibition areas, auditoriums and spaces suitable for professional meetings, presentations and networking. Official Patrimonia practical information identifies the Lyon Convention Centre as the event location and provides dedicated access information for participants.

The venue is suited to the professional character of Patrimonia because it combines large-scale exhibition facilities with conference and meeting spaces. Attendees can move between presentations, exhibitor areas and professional networking activities without needing to travel between separate locations.

The event site normally includes different areas for conferences, expert discussions, exhibitors, professional meetings and specialist activities. The final floor plan and room allocation for the 2027 edition should be checked after the organiser publishes the updated visitor information.

Full programme

The Patrimonia programme is built around the principal challenges facing wealth management professionals and their clients. Rather than focusing only on investment products, the programme covers financial markets, legislation, taxation, retirement, real estate, private assets, technology and changes in professional practice.

Expected programme formats include:

• Plenary conferences: Larger sessions addressing major developments affecting wealth management and financial markets.
• Expert debates: Discussions between specialists representing different areas of the investment and advisory ecosystem.
• Professional advice: Practical sessions designed to help advisers improve client relationships, business processes and professional development.
• Training sessions: Educational content dealing with technical, regulatory and market-related subjects.
• Technology demonstrations: Presentations showing how digital tools and financial technology can support wealth management professionals.
• Investment discussions: Sessions examining asset classes, portfolio construction, risk and market opportunities.

The organiser’s programme structure has previously included dedicated areas such as the Digital Factory, which focuses on technological innovation for financial consulting, as well as professional advice sessions and specialist debates.

The complete 2027 programme should be consulted once published because individual speakers, subjects, rooms and session times can change as the event approaches.

Founders, investors & speakers

Patrimonia is primarily a professional wealth management convention rather than a conventional startup conference. Its speaker community therefore includes senior representatives from asset managers, financial institutions, professional associations, advisory firms, investment companies and specialist service providers.

The expert committee plays an important role in shaping the programme. Official Patrimonia information identifies professionals from organisations including ADAN, ANACOFI, CNCGP, La Compagnie des CGP, Club AUREP Alumni, CNCEF Patrimoine and AFG among its expert contributors.

Speakers may include executives, economists, investment specialists, wealth advisers, fund managers, private-market specialists, technology experts and representatives of professional organisations. The exact 2027 speaker list should be considered provisional until the organiser publishes the official programme.

For visitors, the value of these sessions comes from the combination of technical expertise and direct discussion. Attendees can use presentations to understand broader market developments and then continue conversations with exhibitors or other professionals in the exhibition and networking areas.

Startup sectors & themes

Although Patrimonia is centred on wealth management rather than startups, innovation and financial technology form an important part of its professional ecosystem. The event brings together established financial companies as well as technology providers and newer businesses serving wealth management professionals.

Relevant sectors and themes include:

• Fintech: Digital services designed to improve financial advice, investment processes and client management.
• Digital assets: Services and infrastructure connected with digital asset activity and professional financial services.
• Wealth management technology: Software and platforms supporting advisers and wealth management firms.
• Investment platforms: Tools for fund distribution, portfolio management and investment access.
• Real estate investment: Property-related investment structures and professional services.
• Private assets: Private equity, private debt and other non-listed investment opportunities.
• Insurance technology: Digital solutions supporting life insurance and related financial products.
• Client experience: Technology designed to improve communication, reporting and customer relationships.

The organiser’s exhibitor categories include fintech, digital asset service providers, asset management companies, private asset management, fund distribution platforms, insurance companies and other financial service providers.

Pitch competitions & startup showcases

Patrimonia does not operate primarily as a startup pitch event, so the 2027 programme should not be assumed to contain a traditional venture-capital pitch competition unless the organiser announces one. Its innovation-oriented activities are more closely connected with demonstrations, professional presentations and technology showcases.

The Digital Factory is particularly relevant for companies developing technological solutions for financial consulting. It provides an environment where visitors can discover practical tools and understand how technology can be incorporated into wealth management operations.

For innovative companies, the event can nevertheless provide valuable exposure to a highly targeted professional audience. Companies can demonstrate products, discuss their services with advisers and use professional presentations to explain how their technology addresses real business requirements.

Talks, panels & workshops

The conference programme provides several formats for learning and discussion. Large plenary sessions are complemented by expert debates and practical professional sessions, giving visitors different ways to engage with financial and wealth management topics.

Panel-style discussions are particularly useful for subjects where advisers need to understand multiple perspectives. Investment markets, private assets, retirement planning, taxation, regulation and technology can all involve different considerations for advisers and their clients.

Workshop-style and practical sessions can focus more directly on professional implementation. Topics may include client relationships, business development, regulatory developments, digital tools and changes in the financial environment.

The event’s programme has previously included discussions around green finance, private and public debt, pension reforms, artificial intelligence, ETFs, private debt, retirement savings and unlisted assets. These examples demonstrate the broad range of financial and professional subjects that can appear within the Patrimonia programme.

Registration & ticket types

Access to Patrimonia is designed primarily for professional participants in the wealth management ecosystem. The organiser states that access is reserved for professional profiles such as wealth management advisers, private bankers, financial advisers, family offices, accountants, notaries and related professionals.

Typical registration categories include:

• Eligible wealth management professionals: Professional profiles such as wealth management advisers, private bankers, financial advisers, family offices, accountants, notaries and related advisers may qualify for complimentary access.
• Partner association members: Professionals belonging to recognised partner organisations may have access through the dedicated registration route.
• Service providers and suppliers: Companies providing investment, technology, insurance, real estate and professional services may require a paid access request.
• Exhibitors and partners: Participating companies receive access connected with their exhibitor or partner arrangements.

For 2027, final registration conditions should be checked on the official ticketing platform because eligibility requirements and access categories can be updated.

Investor & networking opportunities

Networking is one of the central functions of Patrimonia. The event connects wealth management professionals with companies offering investment, savings, insurance, property and financial services. The organiser specifically highlights opportunities to develop professional networks and exchange experiences with peers.

Networking can take place through exhibition conversations, professional meetings, conference discussions and informal exchanges between sessions. Advisers can use the event to meet existing providers, investigate alternative solutions and identify potential new business relationships.

The event is also useful for companies seeking qualified professional contacts. Patrimonia says exhibitor interactions are supported by prior visitor-profile verification, with the objective of creating more relevant professional connections. The organiser reports that 92% of exhibitors were satisfied with the quality of contacts made in the previous edition.

Exhibitors & participating companies

Patrimonia brings together a broad group of companies serving the wealth management industry. The exhibitor ecosystem includes financial institutions, investment managers, insurers, real estate specialists, private-market providers, fintech companies and professional service businesses.

Examples of organisations appearing in the published exhibitor ecosystem include Abeille Assurances, AG2R LA MONDIALE, AESTIAM, AEW Patrimoine, AFG, AFI-ESCA, Blackstone, Goldman Sachs Asset Management, Tikehau Capital and other specialist firms.

The organiser describes the exhibitor base as covering areas including banking, private equity, consulting, fintech, real estate investment trusts, vineyard and forestry investment groups, fund distribution platforms, gold and precious metals, property development, asset management, insurance, private assets and digital assets.

The official exhibitor directory should be used for the final participating-company list because companies and stand allocations can change before the event.

Funding, investment & business opportunities

Patrimonia provides a professional marketplace for discovering investment solutions and business services rather than functioning as a conventional startup funding summit. Visitors can compare different providers and discuss products that may be relevant to their advisory practices and client portfolios.

Investment-related areas include asset management, private equity, private debt, real estate investment, insurance, structured products, funds, private assets and other wealth-management solutions. The conference programme also gives professionals an opportunity to understand the wider economic and regulatory context behind these products.

For exhibitors, the event can support lead generation, product visibility, relationship development and introductions to wealth management professionals. Patrimonia states that exhibitors can generate qualified leads, develop business networks and showcase offers or new products to an audience of wealth management advisers.

Event rules & professional access

Patrimonia operates as a professional convention, so attendees should register under an appropriate professional profile and follow the organiser’s access requirements. Visitors may be asked to provide professional information during registration, particularly when requesting access through a category that requires validation.

The visitor charter also establishes expectations for responsible conduct. Participants are asked to follow venue safety instructions, manage waste responsibly, avoid taking unnecessary documentation, respect facilities and maintain transparent and ethical professional interactions. The organiser specifically encourages honesty in business exchanges and disclosure of potential conflicts of interest.

Professional access is therefore not only about attending sessions and visiting stands. Participants are expected to maintain appropriate business conduct throughout the convention and respect the professional environment.

How to get there

The Lyon Convention Centre is located at 50 Quai Charles de Gaulle in Lyon, within the Cité Internationale district. It is accessible by train, local public transport, taxi and private hire services.

For visitors arriving by rail, the venue is connected with Lyon Part-Dieu and Lyon Perrache stations. The organiser provides public transport information for reaching the Cité Internationale area and may provide dedicated participant transport arrangements when applicable.

Visitors arriving by air can travel from Lyon–Saint-Exupéry Airport toward the city using the Rhônexpress connection. Taxi and private hire services are also available for direct journeys to the venue.

Public transport & parking

Public transport is a practical option for reaching Patrimonia. Bus connections serving the Cité Internationale include routes from Lyon Part-Dieu and other parts of the city, while additional connections link the venue with central transport points.

The organiser encourages sustainable mobility and recommends public transport or carpooling where possible. Taxi and private hire services can also be used for visitors carrying luggage or travelling in groups.

Participants travelling by car should check the latest venue parking information before departure. Parking availability, access arrangements and any event-specific traffic instructions can vary, so the official practical-information page should be consulted before travelling.

Accommodation areas

Visitors can choose accommodation around the Cité Internationale, central Lyon or areas with convenient public transport connections to the convention centre. Staying close to the venue can reduce daily travel time and make it easier to attend early professional sessions and networking activities.

Patrimonia works with Voyages C. Mathez to assist delegates, visitors and exhibitors with accommodation arrangements. The official travel partner can also help with transfers, dinners, evening activities, visits and excursions connected with a professional stay in Lyon.

For visitors seeking an environmentally conscious stay, Patrimonia also provides information about eco-friendly accommodation and other sustainable options in Lyon as part of its CSR approach.

Accessibility

The Lyon Convention Centre is a purpose-built professional events venue with facilities designed for conferences and exhibitions. Visitors with accessibility requirements should review the latest venue information and contact the organiser before attending if they require specific assistance.

Planning ahead is especially useful for visitors who need accessible transport, step-free routes, seating arrangements or other individual support. The official Patrimonia team can provide event-specific information about access arrangements and venue facilities.

The organiser’s practical-information resources provide transport and venue guidance, while the event’s professional registration system allows attendees to plan their participation in advance.

Previous year’s highlights

The previous edition demonstrated the scale of Patrimonia as a professional wealth management gathering. The organiser reports that 9,067 wealth management professionals attended, with a large community of partner-exhibitors representing financial, investment, real estate, insurance and technology-related sectors.

The programme covered a wide range of issues relevant to professional advisers, including market developments, private assets, retirement savings, investment products, technology and regulatory considerations. The Digital Factory also reinforced the convention’s focus on practical financial technology and digital transformation.

The event’s exhibition area provides an important complement to the conference programme. Instead of simply listening to presentations, attendees can meet providers directly, compare services and discuss how different solutions may fit their professional requirements.

The previous edition also continued Patrimonia’s broader emphasis on sustainability and responsible event management. Initiatives include reducing printed materials, recycling exhibition carpeting, encouraging digital communication, collecting badges and lanyards, and promoting sustainable travel and accommodation choices.

Official registration & tickets

Registration for Patrimonia 2027 should be completed through the official Patrimonia website once the 2027 registration platform becomes available. The organiser’s registration system separates eligible wealth management professionals from other profiles that may need to request a paid access badge.

Because 2027 pricing has not yet been announced, the latest published paid-access reference is approximately $1,881 excluding VAT, converted from the organiser’s published $1,650-equivalent access price using an exchange rate of about $1.14 per euro. This is a reference price rather than confirmed 2027 pricing. Eligible professional visitor access has been offered without a ticket charge under the organiser’s professional registration rules.

Visitors should verify their professional category before submitting a registration request. The official platform asks for professional and company information, and some access requests may be subject to validation.